With the beginning of 2022, A-share listed companies can’t wait to release the annual performance forecast of 2021, which has attracted the attention of many investors. Whose performance is better than expected, and who will explode the performance thunder? How to tap the investment opportunities? Summary of
individual stock performance:
2 companies revised their performance downward
Statistics show that compared with the median increase of net profit in the performance forecast, a total of two companies revised their performance downward. Among them, one Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) has changed the type of performance forecast before and after the correction, and Shenzhen Kaizhong Precision Technology Co.Ltd(002823) has reduced the profit growth without changing the type of performance forecast.
The performance of 190 shares increased continuously month on month in recent three quarters
Statistics show that among the listed companies whose annual performance forecast has been released so far in 2021, the data show that there are 190 companies whose performance has increased continuously month on month in the past three quarters. Among them, the fourth quarter net profit of Shenzhen Quanxinhao Co.Ltd(000007) , Sangfor Technologies Inc(300454) , Haimo Technologies Group Corp(300084) and other companies increased significantly month on month. It is noteworthy that some companies have not only achieved continuous and stable growth in performance in recent three quarters, but also achieved year-on-year growth in annual net profit. There are 177 such companies.
institutions, shareholders and executives scrambled to buy these performance surge shares
From December 15, 2021 to February 14, 2022, among the dragon and tiger list, 461 individual stocks appeared in the figure of institutions, of which 215 stocks showed the status of net buying by institutions and 246 stocks were sold by institutions. There were 34 stocks with a net purchase of more than 100 million yuan by institutions, and the top three were Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) respectively. The net inflow of institutional funds was 365 million yuan, 315 million yuan and 304 million yuan respectively.
high growth stocks with annual performance saw 784 shares in advance, and the increase of net profit doubled
Statistics show that as of February 14, 2520 companies have announced the performance forecast of 2021. According to the type of performance forecast, 1129 companies have been added in advance and 289 companies have expected earnings, and the proportion of companies reporting good news in total is 56.27%; There are 514 companies with pre loss and 380 companies with pre reduction of performance respectively. Among the performance prediction companies, according to the median increase of expected net profit, a total of 784 companies have a net profit increase of more than 100%; There are 493 companies whose net profit increases between 50% and 100%.
In terms of individual stocks, Sichuan Hebang Biotechnology Co.Ltd(603077) is expected to have the highest increase in net profit. The company expects the median increase in net profit for the whole year to be 7593.73%; Nuode Investment Co.Ltd(600110) , Inner Mongoliayuan Xing Energy Company Limited(000683) it is estimated that the median year-on-year growth rate of annual net profit is 7420.50% and 7169.15% respectively, ranking the second and third.
126 companies released performance letters: 80% of last year’s net profit increased by
According to the performance disclosure rules, some listed companies in the disclosure season of the annual report will release the performance forecast or performance express in advance, and the accuracy of the performance express is stronger than the performance forecast. As of February 14, a total of 126 companies in Shanghai and Shenzhen had issued performance letters. Further screening based on the indicators of operating income and net profit shows that among the companies that have published the performance express, 98 have achieved year-on-year growth in operating income and net profit. In terms of industry distribution, banks are the most concentrated, with 18 companies on the list, and 12 and 10 companies in non bank finance, medicine, biology and other industries respectively. Summary of
industry performance:
weekly report of food and beverage industry: the only way for high-end beer industry
There is a huge gap between the price level of China’s beer industry and other countries in the world, and the income per ton is far lower than that of large international beer manufacturers. In recent years, except for the fluctuation during the epidemic, the overall upward trend of beer prices in China is obvious. In the future, with the further interpretation of the consumption upgrading trend and the continuous decline of beer consumption, the high-end trend represented by the rise of unit price will become the only way. With the progress of high-end, Chongqing Brewery Co.Ltd(600132) has a good performance in 2021.
pharmaceutical industry weekly: pessimism brings excellent opportunities to focus on the upstream and covid-19 therapeutic drugs
We believe that traditional Chinese medicine has risen to a national strategic height. As an effective carrier of national culture and soft power, the state legislates separately for the inheritance and innovation of traditional Chinese medicine. All departments, especially the medical insurance bureau, also issue separate documents to support traditional Chinese medicine from the payment side. The support rate for traditional Chinese medicine is likely to increase the growth rate of the company’s income and profit. Undervalued value + strong policy support is an important basis for the continuous improvement of traditional Chinese medicine market in the future. It focuses on the relevant targets in the direction of traditional Chinese medicine innovation, formula particles and anti covid-19 traditional Chinese medicine: Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Shandong Buchang Pharmaceuticals Co.Ltd(603858) , Chongqing Taiji Industry (Group) Co.Ltd(600129) , Chinese traditional medicine, Beijing Tongrentang Co.Ltd(600085) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Guiyang Xintian Pharmaceutical Co.Ltd(002873) .
performance prospect of basic chemical industry in 2021 and 2022: the momentum of future development is high, and the spring is coming
In 2021, the price of most chemical products increased and the profit increased, and the upward trend in 2022 is expected to continue. Among the secondary sub industries of Shenwan chemical industry, we selected three fine molecular industries concerned by the market to look forward to the future development of the industry: (1) chemical raw materials: soda ash chemical industry, driven by photovoltaic, the demand continues to increase. According to the data of Baichuan Yingfu, the apparent consumption of photovoltaic glass in China in 2021 was 8.963 million tons, a year-on-year increase of 10.72%. In terms of Shanghai Chlor-Alkali Chemical Co.Ltd(600618) , capacity growth is limited and the stock advantage is obvious. With the rapid progress of the “plastic restriction order”, the demand of Shanghai Chlor-Alkali Chemical Co.Ltd(600618) in the field of BDO is expected to grow rapidly. In 2021, the apparent consumption of BDO reached 1684600 tons, an increase of 22.1% year-on-year and 78.8% over 2016. (2) Chemical products sector: in terms of titanium dioxide, the industry boom continues and the industry continues to upgrade. In recent years, the new environmental protection policy has been increasingly strict to replace the old titanium dioxide in China. At the same time, the accelerated layout of titanium dioxide enterprises in the field of new energy cathode materials will promote the upgrading of industrial structure and bring more development opportunities.
weekly report of transportation industry: the passenger volume of Spring Festival transportation has warmed up, and the annual demand is expected to recover
Although it is impossible to rule out the sporadic spread of the epidemic in China and small-scale outbreaks of overseas epidemics, it is less likely that the covid-19 epidemic will have a major negative impact on the economy under the combined effect of the continuous breakthrough of covid-19 specific drugs, the continuous improvement of the amount of vaccination and the improvement of the control capacity of various countries, The interaction between the global economy and covid-19 epidemic will enter a new normal.
With the gradual weakening of the impact of covid-19 epidemic on economic activities, the global economic recovery is expected to continue, the passenger volume in 2022 is expected to rise, and the transportation sector is expected to benefit. The relevant targets include Air China Limited(601111) , Juneyao Airlines Co.Ltd(603885) , China Southern Airlines Company Limited(600029) , China Eastern Airlines Corporation Limited(600115) .
